Purchases and Sales Made in Q4 2023 in Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI EAFE MIN VOL FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
443+ 0.49% |
$28K - $30.7K
|
90.4K
$6.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
442New |
$27.9K - $30.6K
|
442
$31.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
427+ 9.57% |
$26.9K - $29.6K
|
4.89K
$352K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
411+ 0.28% |
$25.9K - $28.5K
|
146K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
406+ 1.74% |
$25.6K - $28.2K
|
23.7K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
370+ 1.86% |
$23.3K - $25.7K
|
20.3K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
363+ 141.8% |
$22.9K - $25.2K
|
619
$44.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
353New |
$22.3K - $24.5K
|
353
$25.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
338+ 2.29% |
$21.3K - $23.4K
|
15.1K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
312+ 6.18% |
$19.7K - $21.6K
|
5.36K
$386K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
306+ 1.18% |
$19.3K - $21.2K
|
26.2K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
295+ 84.05% |
$18.6K - $20.5K
|
646
$46.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
283+ 0.86% |
$17.9K - $19.6K
|
33.2K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
281+ 6.67% |
$17.7K - $19.5K
|
4.5K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
272New |
$17.2K - $18.9K
|
272
$19.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
245New |
$15.5K - $17K
|
245
$17.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
244New |
$15.4K - $16.9K
|
244
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
236New |
$14.9K - $16.4K
|
236
$17K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
214+ 0.69% |
$13.5K - $14.8K
|
31.4K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
208+ 2.14% |
$13.1K - $14.4K
|
9.94K
$716K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
207+ 0.45% |
$13.1K - $14.4K
|
45.8K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
204+ 2.99% |
$12.9K - $14.1K
|
7.03K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
176New |
$11.1K - $12.2K
|
176
$12.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
169+ 0.1% |
$10.7K - $11.7K
|
165K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
168New |
$10.6K - $11.6K
|
168
$12.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
131+ 0.47% |
$8.27K - $9.08K
|
27.7K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115+ 2.33% |
$7.26K - $7.97K
|
5.05K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
109+ 0.83% |
$6.88K - $7.56K
|
13.2K
$949K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
103+ 0.53% |
$6.5K - $7.14K
|
19.4K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101New |
$6.37K - $7K
|
101
$7.28K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
99+ 3.15% |
$6.25K - $6.86K
|
3.24K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97+ 2.78% |
$6.12K - $6.73K
|
3.59K
$259K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
93+ 2.17% |
$5.87K - $6.45K
|
4.38K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91+ 0.02% |
$5.74K - $6.31K
|
495K
$35.7M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83New |
$5.24K - $5.76K
|
83
$5.98K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
76+ 7600.0% |
$4.8K - $5.27K
|
77
$5.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$4.73K - $5.2K
|
75
$5.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64New |
$4.04K - $4.44K
|
64
$4.61K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
58New |
$3.66K - $4.02K
|
58
$4.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
55+ 1.17% |
$3.47K - $3.81K
|
4.75K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
54+ 0.67% |
$3.41K - $3.74K
|
8.08K
$582K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
48New |
$3.03K - $3.33K
|
48
$3.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
48+ 1.16% |
$3.03K - $3.33K
|
4.2K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
47New |
$2.97K - $3.26K
|
47
$3.39K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
46+ 0.77% |
$2.9K - $3.19K
|
5.99K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
44+ 1.13% |
$2.78K - $3.05K
|
3.94K
$284K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44+ 58.67% |
$2.78K - $3.05K
|
119
$8.57K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$2.46K - $2.7K
|
39
$2.81K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 1.55% |
$2.33K - $2.57K
|
2.42K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
36+ 5.51% |
$2.27K - $2.5K
|
689
$49.6K
|